Managing a reservation

Click a Rental ID to open a reservation. The header shows the customer, dates and status, plus View Quote to see the original quote.

Actions

• Cancel Rental: see Cancel a reservation
• Reschedule: see Reschedule a reservation
• Modify Details: change booking details (not available on completed rentals)

Overview tab

• Payment banner: for example “Rental Fully Paid” or “Payment Pending: amount remaining”
• Contract & Acceptance: see Contracts and acceptance
• Security Deposit Required: shown if the vehicle needs a deposit that hasn’t been collected
• Insurance Policies: each policy with its status, price, effective and expiry dates, what the customer pays first (deductible) and the coverage limit
• Vehicle Details and Rental Details: dates, duration, status, booking state, pickup region and rental type (customer pickup or delivery)
• Handover: pickup time, drop-off time and water tank level. See Handover.
• Customer Information
• Pricing Breakdown and Payment History
• Original Quote: quote ID and guest count
• Internal Notes & Comments: visible to your team only. Press Cmd/Ctrl + Enter to post.

Orders & Payments tab

Collect deposits, add charges, manage saved cards and record mileage. See Add charges after booking.

Emails tab

Every email sent about this booking, to you and to the customer, newest first. See Reservation emails.